“very responsive support”

Pros

Putting quotes together takes a lot less effort now because I can automate pricing, margins and product configurations, then send everything straight to clients. The integrations have been really useful too since they let me pull in data without re-entering it by hand. The electronic signature feature also organizes the process and gives me better control and visibility at every stage of the sales cycle. On top of that their support team has been consistently friendly and quick with help tickets and the answers they provide are detailed and clearly explained.

Cons

That said customizing or editing a PDF the way I want still takes more time than I expected because the template editor is not as user friendly as some other tools. It also comes with a fairly long learning curve that can feel overwhelming at first.

“Templates better than sharing quotes”

Pros

Setting up quote templates for each salesperson in our organization has been pretty easy.

Cons

Compared with some of the other tools we evaluated, this one doesn't offer link-based quotes that update in real time, so any changes require sending the quote again.

“easy workflow”

Pros

Using QuoteWerks is very easy and that's what I liked most about it. Searches and lookups can be done in just seconds.

Cons

Honestly, there wasn't anything I disliked especially since it was very simple to understand.

“Flexible templates speed up quotes”

Pros

Having different customizable templates along with a flexible, user-friendly interface has been a big plus. We can put together quotes and proposals while on the go and that has been absolutely superb for our workflow.

Cons

The only thing I'd really change is the subscription price as I wish it were a bit cheaper. Other than that everything else has been perfectly fine.

“Old interface makes training painful”

Pros

Honestly, there is not really anything about this product that I like.

Cons

The interface is very outdated and managing the database is a hassle. It is not user-friendly at all and training our sales reps on it has been extremely difficult as they genuinely dislike using it. I would not recommend it. The only reason we are still on this platform is because we have been tied to it for so long and moving away would mean losing valuable historical data. On top of that we cannot afford the downtime that a migration would require.

“Real-time quoting saves serious time”

Pros

QuoteWerks helps me save a lot of time by automating quotes, pricing and the configuration of products and services in real time.

Cons

I hardly ever run into any problems when using it.

“Fast quotes at low price”

Pros

Putting together quotes and proposals only takes a few minutes, which saves a lot of time. It's also very affordable for users.

Cons

At this point I haven't run into any issues while using it.

“price automation is a win”

Pros

It takes care of the full quoting, pricing and product or service configuration process, which saves a lot of time and boosts productivity.

Cons

The tool fits everything I need, runs without errors and I use it every day.

“Quoting automation really gets results”

Pros

QuoteWerks has really organized our quoting process with workflow automation. It cuts down on human error, saves a lot of time and has ultimately delivered a strong ROI.

Cons

I've been using it every day for almost two years and honestly, I haven't run into any drawbacks.

“Versatile quoting tool does it all”

Pros

The tool works well for all kinds of businesses and one of the biggest benefits is how much time it saves by automating the creation of proposals and sales quotes.

Cons

Getting the full value from its CRM capabilities does require integration with outside services. That said the setup is very simple, so it honestly feels nearly flawless to me.

“AI-powered quoting helps win deals”

Pros

One of the biggest advantages of QuoteWerks is its built-in artificial intelligence, which makes creating sales quotes and proposals incredibly simple and efficient.

Cons

I've been using it for a long time and I've hardly run into any glitches at all.

“Professional quotes without any hassle”

Pros

Being able to create professional-looking quotes while keeping every document consistent and clear has been a big plus. It also takes the headache out of accounting since all the generated information pulls directly from our CRM.

Cons

Honestly, there's nothing I dislike about this software. It's very simple to use and easy to navigate.

“proposals look better now”

Pros

Putting together proposals and sales quotes by hand can end up costing a business a lot. It helps by automating the full quoting workflow, which makes the whole process much more efficient.

Cons

It does connect with a broad range of third-party apps but getting those integrations set up can be pretty complicated especially for beginners.

“Reliable backbone for strong proposals”

Pros

For more than two years it has been the core tool we rely on to put together sales quotes and proposals.

Cons

At times data sync with other systems falls a bit behind.

“Quote templates are very powerful”

Pros

QuoteWerks comes with a wide range of customizable templates, so putting together professional looking quotes is very easy.

Cons

Since it runs in the cloud, you need an internet connection to use it.